Livermore

BRISTOL MYERS SQUIBB CO

BMY
Exchange
NYSE
Industry
Pharmaceutical Preparations
SEC CIK
0000014272

Other share classesCELG.RI

13F holders, Q2 2026

Positions as of Jun 30, 2026.

Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,529
−15 vs. Q1 2026
Shares held
1.68B
+57.18M (+3.5%) vs. Q1 2026
Total value
$104.55B
+$6.47B (+6.6%) vs. Q1 2026

Compare with Q1 2026: new holders and sold out

Holders over time

2,299 in Q3 2021 → 2,529 in Q2 2026

Show by quarter
Number of institutions holding BMY by quarter
QuarterHolders
Q2 20262,529
Q1 20262,544
Q4 20252,463
Q3 20252,278
Q2 20252,299
Q1 20252,486
Q4 20242,495
Q3 20242,268
Q2 20242,156
Q1 20242,338
Q4 20232,368
Q3 20232,394
Q2 20232,487
Q1 20232,549
Q4 20222,606
Q3 20222,475
Q2 20222,544
Q1 20222,522
Q4 20212,452
Q3 20212,299

Institutions

Institutions holding BMY in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.8$00.00%+8New
Financial Life Planners1$330.00%00.0%Unchanged
Minot DeBlois Advisors LLC1$460.00%00.0%Unchanged
Delta Accumulation, LLC2$1150.00%00.0%Unchanged
Cordant, Inc.2$1220.00%+2New
3 FACTOR INDEXING, LLC5$2890.00%00.0%Unchanged
Mechanics Financial Corp6$3460.00%+6New
MARYLAND CAPITAL ADVISORS INC.8$4610.00%+8New
ROSS\JOHNSON & Associates LLC10$5760.01%+8+400.0%Added
FWL INVESTMENT MANAGEMENT, LLC10$5760.00%+10New
Breakwater Investment Management11$6340.00%00.0%Unchanged
Philadelphia Investment Partners, LLC13$7490.00%00.0%Unchanged
Noble Wealth Management PBC16$9220.00%+16New
PIN OAK INVESTMENT ADVISORS INC16$1K0.00%+16New
MPWM ADVISORY SOLUTIONS, LLC20$1.15K0.00%00.0%Unchanged
HALBERT HARGROVE GLOBAL ADVISORS, LLC22$1.25K0.00%+22New
DecisionPoint Financial, LLC24$1.36K0.00%+19+380.0%Added
HOERTKORN RICHARD CHARLES24$1.38K0.00%00.0%Unchanged
Seneschal Advisors, LLC24$1.38K0.00%00.0%Unchanged
TD Capital Management LLC30$1.73K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC30$1.73K0.00%00.0%Unchanged
CKW FINANCIAL GROUP35$2K0.00%+35New
WealthCollab, LLC37$2.13K0.00%00.0%Unchanged
Kingdom Financial Group LLC.39$2.25K0.00%−23−37.1%Reduced
Oakmont Advisory Group, LLC39$2.26K0.00%+39New
BURKETT FINANCIAL SERVICES, LLC39$2.3K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.40$2.31K0.00%00.0%Unchanged
C M BIDWELL & ASSOCIATES LTD42$2.42K0.00%00.0%Unchanged
TOUNJIAN ADVISORY PARTNERS, LLC43$2.47K0.00%+43New
Fountainhead AM, LLC46$2.66K0.00%−150−76.5%Reduced
Luminist Capital LLC47$2.71K0.00%+47New
Lloyd Advisory Services, LLC.48$2.76K0.00%−14−22.6%Reduced
Holos Integrated Wealth LLC49$2.84K0.00%00.0%Unchanged
Bullseye Investment Management, LLC50$2.88K0.00%00.0%Unchanged
Persistent Asset Partners Ltd50$2.88K0.00%+50New
Spectrum Wealth Advisory Group, LLC51$2.91K0.00%+51New
Burk Holdings LLC51$2.94K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC60$3K0.00%00.0%Unchanged
Bare Financial Services, Inc54$3.11K0.00%−18−25.0%Reduced
MRP Capital Investments, LLC58$3.34K0.00%00.0%Unchanged
Rakuten Securities, Inc.59$3.4K0.00%−103−63.6%Reduced
Davis Capital Management59$3.4K0.00%+40+210.5%Added
WestEnd Advisors, LLC60$3.46K0.00%+7+13.2%Added
AFFINITY WEALTH LLC64$3.69K0.00%00.0%Unchanged
CDKV HOLDINGS LLC70$4.03K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC80$4.61K0.00%−22−21.6%Reduced
FIRST COMMUNITY TRUST NA80$4.61K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC83$4.78K0.00%00.0%Unchanged
Strategic Wealth Advisors LLC111$5K0.00%00.0%Unchanged
Brooklyn FI, LLC83$5.04K0.00%+83New
United Financial Planning Group LLC92$5.3K0.00%00.0%Unchanged
NVWM, LLC93$5.37K0.00%+5+5.7%Added
VPR Management LLC100$5.76K0.00%00.0%Unchanged
Financial Management Professionals, Inc.100$5.76K0.00%+47+88.7%Added
Gleason Group, Inc.101$5.82K0.00%−99−49.5%Reduced
Napier Financial, LLC103$5.94K0.00%−5−4.6%Reduced
Point Nemo Capital, LLC107$6.17K0.00%+107New
Quest 10 Wealth Builders, Inc.109$6.28K0.00%+7+6.9%Added
Altshuler Shaham Ltd112$6.45K0.00%+112New
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC119$6.87K0.00%+53+80.3%Added
Kozak & Associates, Inc.125$7.07K0.00%−162−56.4%Reduced
Hurley Capital, LLC124$7.15K0.00%+8+6.9%Added
High Point Wealth Management, LLC127$7.34K0.01%00.0%Unchanged
Key Capital Management, INC131$7.55K0.00%+121+1,210.0%Added
Marquette Asset Management, LLC132$7.61K0.00%−57−30.2%Reduced
Hamrick Investment Counsel, llc135$7.78K0.01%−4,006−96.7%Reduced
Strengthening Families & Communities, LLC135$7.79K0.00%+17+14.4%Added
Financial Gravity Companies, Inc.137$7.89K0.00%+137New
Financial Avengers, Inc.141$8.11K0.00%+2+1.4%Added
Glass Jacobson Investment Advisors llc144$8.3K0.00%00.0%Unchanged
SWAN Capital LLC148$8.53K0.00%−20−11.9%Reduced
Midwest Capital Advisors, LLC150$8.64K0.00%00.0%Unchanged
Montgomery Financial Services LLC153$8.81K0.01%+153New
HOLLENCREST CAPITAL MANAGEMENT153$8.82K0.00%−152−49.8%Reduced
Winthrop Capital Management, LLC152$9K0.00%00.0%Unchanged
TOEWS CORP /ADV172$9.91K0.00%+172New
Forum Finance Group S.A.210$10K0.00%00.0%Unchanged
1 NORTH WEALTH SERVICES LLC180$10.37K0.00%+24+15.4%Added
Synergy Investment Management, LLC166$10.48K0.00%+71+74.7%Added
Stone House Investment Management, LLC187$10.78K0.00%+133+246.3%Added
Dynamic Wealth Strategies, LLC190$10.95K0.01%00.0%Unchanged
VIMA LLC190$10.95K0.01%+190New
Ball & Co Wealth Management Inc.198$11K0.01%+2+1.0%Added
Principia Wealth Advisory, LLC207$11.93K0.01%+79+61.7%Added
PayPay Securities Corp207$11.93K0.29%+169+444.7%Added
Vision Retirement, LLC209$12.06K0.00%+1+0.5%Added
DiNuzzo Private Wealth, Inc.214$12.33K0.00%−1−0.5%Reduced
Fedenia Advisers LLC220$12.68K0.00%+220New
Morton Brown Family Wealth, LLC224$12.91K0.00%+24+12.0%Added
Pacifica Partners Inc.230$13.37K0.00%00.0%Unchanged
COUNTRY TRUST BANK235$13.54K0.00%00.0%Unchanged
Sunrise Financial Services, LLC240$13.83K0.01%00.0%Unchanged
Mascoma Wealth Management LLC260$14.98K0.00%+6+2.4%Added
GGM Financials LLC269$15.5K0.01%00.0%Unchanged
Brown Shipley& Co Ltd270$15.56K0.01%00.0%Unchanged
SFAM, LLC273$15.73K0.01%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC275$15.84K0.02%00.0%Unchanged
MILLER WEALTH ADVISORS, LLC281$16.17K0.01%00.0%Unchanged
EVOLUTION WEALTH MANAGEMENT INC.283$16.31K0.01%+153+117.7%Added
Phillip James Consulting Co.285$16.42K0.01%00.0%Unchanged